Our philosophy is simple. 
We want to get to know you in order to help you make the best financial decisions possible. We offer financial planning services, investment advisory & management services, estate planning, and a full range of insurance planning and solutions.
Our Mission
Our mission is to help your family create and maintain wealth by guiding them through the ever-changing financial landscape. We strive to build client relationships centered on trust, competent professional advice, continual communication and prompt customized service. We assist our clients in setting financial goals, monitoring these goals, and keeping them informed of the progress of these goals.
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Our Focus
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the strategies and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. We strive to build client relationships centered on trust, competent professional advice, continual communication and prompt, customized service.
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Botetourt Wealth Management is locally owned and highly involved in our communities.
We live, work, play, and volunteer in the same small towns as those we serve.
We have been helping clients make sound financial choices for over 18 years.
Our Services
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We are a full service firm offering a variety of personalized investment services including:
- Financial and Retirement Planning
- Asset Allocation and Model Management
- Estate Planning
- Insurance
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- Understanding Your Options : 401k - 403B - TSP - IRA
- Planning for Business Owners
- Managing Your Finances
- Charitable Giving
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